Tortoise Investment Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Tortoise Investment Management’s Portfolio DFCA Stock Details DFCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Hold
2025 Q1	$336K	Buy
2024 Q4	$194K	Sell
2024 Q3	$359K	Buy
2024 Q2	$306K	Sell
2024 Q1	$566K	Buy
2023 Q4	$499K	Buy
2023 Q3	$326K	Buy